Pooltrackr Help Centre

Setup

Setup section guides

35 articles

Setup - My Business

Setup - Plan & Payment

Deactivate a user

Team - Overview

Update existing user

User roles and permissions

Pooltrackr 2.0. User Roles and Permissions

Matching User Roles: Old to New Version

Setup - Notifications

Setup →Quotes - Email

Setup → Quotes - Settings

Setup - Job sheet Settings

Setup - Invoice

Setup - Job templates

Setup - Recurrence periods

Setup - Send job sheet before invoice

SMS Configuration on Jobs

Setup - Batch billing > Email

Setup - Batch Billing > Settings

Lab - Setup Spin

Setup - Lab > Notifications

Setup - Lab > Email settings

Integrations - Xero

Integrations - Lightspeed

Integration → Payments - Stripe

Integration → Payments - Windcave

Data management

Setup - Chemical Test

Contact categories